+2,263.8%
PWR vs NWSA
+127.4%
+2,136.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.5% | +1.4% |
| 7D | +3.6% | -1.9% | +5.5% | +4.4% |
| 30D | -8.6% | +4.6% | -13.2% | -10.5% |
| 3M | -13.2% | +13.2% | -26.4% | -18.7% |
| 6M | +9.9% | +27.0% | -17.1% | -2.7% |
| YTD | +48.0% | +16.8% | +31.2% | +35.0% |
| 1Y | +66.2% | +4.5% | +61.7% | +58.5% |
| 3Y | +195.1% | +46.2% | +148.9% | +139.7% |
| 5Y | +442.6% | +40.9% | +401.6% | +335.5% |
| 10Y | +2,334.2% | +145.1% | +2,189.1% | +1,298.7% |
| All | +2,263.8% | +127.4% | +2,136.3% | +1,272.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded NWSA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling